SBI Consumption Opportunities Fund Direct Growth+2.13%

4
-11.57%
1 Year Return
Equity
Sectoral/Thematic
4.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Consumption Opportunities Fund Direct Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio1.48%
NAV109.84 (25 Sep 2020)
Fund Started01 Jan 2013
Fund Size589 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Consumption Opportunities Fund Direct Growth
-11.6%
1.7%
8.2%
10.7%
Category Average
13.5%
NA
NA
-
Rank within category
11
7
6
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -11.6% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Higher expense ratio - 1.53%
    3. 1Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    ITC Ltd.FMCGEquity8.2%
    Bharti Airtel Ltd.CommunicationEquity7.2%
    Sheela Foam Ltd.TextilesEquity6.8%
    Hawkins Cookers Ltd.Cons DurableEquity6.8%
    Emami Ltd.FMCGEquity6.4%
    Ganesha Ecosphere LtdTextilesEquity5.8%
    Maruti Suzuki India Ltd.AutomobileEquity5.5%
    Indian Hotels Co. Ltd.ServicesEquity5.1%
    Page Industries Ltd.TextilesEquity5.0%
    Asian Paints Ltd.ChemicalsEquity4.7%
    See All

    SBI Consumption Opportunities Fund Direct Growth Details

    SBI Consumption Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Saurabh Pant is the Current Fund Manager of SBI Consumption Opportunities Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹589 Cr and the Latest NAV as of 25 Sep 2020 is ₹109.84.

    The SBI Consumption Opportunities Fund Direct Growth is rated High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 0.10% if redeemed within 30 days.

    Investment Objective

    The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Consumption space.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 0.10% if redeemed within 30 days.
    Exit Load

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    About SBI Mutual Fund

    Address
    9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
    Phone
    022 - 61793000
    Launch Date
    29 Jun 1987
    SBI Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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